WEBCASTS

How Moneyball Principles Can Protect Your Portfolio

The popularization of the Moneyball movie and progress in the fields of statistics and behavioral economics have moved to the field of finance, particularly with matters of investing and portfolio management. Yet overly confident in their choices and often blind to their own biases, many advisors still think that they can consistently pick the winners of tomorrow today.

In this upcoming webcast, New Age Alpha and ETF Trends will - like the Oakland Athletics - focus on the numbers to avoid strikeouts in today's market.

September 27, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Tom Lydon, CEO of ETF Trends, will moderate a discussion on:

  • How to apply a Moneyball approach to investing and portfolio management
  • Why portfolio managers are exacerbating a portfolio, mispricing risk caused by irrational human behavior
  • How advisors can lead clients to the right question (how to avoid the losers in the market?)

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Julian Koski

Co-Founder and Chief Investment Officer
New Age Alpha

Andy Kern, PhD

Senior Portfolio Manager
New Age Alpha

Tom Lydon

CEO
ETF Trends

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